Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01T
AUM Growth
+$82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,901
New
Increased
Reduced
Closed

Top Buys

1
+$2.62B
2
+$1.72B
3
+$1.54B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47B
5
MSFT icon
Microsoft
MSFT
+$1.08B

Top Sells

1
+$925M
2
+$749M
3
+$664M
4
UBER icon
Uber
UBER
+$625M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$506M

Sector Composition

1 Technology 21.03%
2 Healthcare 10.48%
3 Financials 9.82%
4 Consumer Discretionary 8.77%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4451
$1.61M ﹤0.01%
76,027
-18,866
4452
$1.61M ﹤0.01%
429,496
-47,689
4453
$1.61M ﹤0.01%
11,485
+2,935
4454
$1.61M ﹤0.01%
16,054
+429
4455
$1.6M ﹤0.01%
391,638
+16,011
4456
$1.6M ﹤0.01%
211,763
-44,268
4457
$1.6M ﹤0.01%
516,263
-3,581
4458
$1.59M ﹤0.01%
55,591
-42,869
4459
$1.59M ﹤0.01%
91,700
+90,102
4460
$1.59M ﹤0.01%
80,705
-3,528
4461
$1.59M ﹤0.01%
87,723
-197,741
4462
$1.59M ﹤0.01%
179,720
-3,891
4463
$1.58M ﹤0.01%
36,483
+34,972
4464
$1.58M ﹤0.01%
129,594
-154,763
4465
$1.57M ﹤0.01%
218,718
-26,750
4466
$1.57M ﹤0.01%
97,980
-1,858
4467
$1.57M ﹤0.01%
47,614
+25,694
4468
$1.57M ﹤0.01%
141,902
-225,879
4469
$1.57M ﹤0.01%
139,829
+1,996
4470
$1.57M ﹤0.01%
159,269
+50,084
4471
$1.56M ﹤0.01%
56,301
+8,402
4472
$1.56M ﹤0.01%
84,334
-64,936
4473
$1.56M ﹤0.01%
100,267
+388
4474
$1.55M ﹤0.01%
152,108
+11,531
4475
$1.55M ﹤0.01%
476,229
+47,121
177 178
179
180 181